Today, the definition of work-life balance is being redefined, experiences are more important than things, meaningful work is more significant than greater opportunities, and the sharing economy is just beginning to change the social and economic landscape on a global scale.

Even with so much change, one thing remained the same, the desire for unbiased financial advice, just not delivered in a binder, nor always face to face, but on-demand, personalized guidance that focused more on financial freedom now, than at some distant point in the future, we used to call retirement.

Our Advice-On-Demand monthly subscription service provides clients ongoing access to a team of financial planners, investment advisors, and tech-savvy team members who help guide them to living there best life, by not only making smarter financial choices but also learning to use the latest technology to save both time and money.

As the world continues to change, so do we. Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking.

In this new era of digital transformation, we keep our clients informed on the potential impacts of evolving technologies, including blockchain, cryptocurrencies, nanotechnology, quantum computing and the Internet of Things (IoT). Unlike many advisors, we are not afraid to tell them that Bitcoin and other digital currencies and tokens are probably here to stay, and, moreover, may be the future of money.